Sync portals ↔ CRM ↔ AI agent
Every lead from Idealista, Fotocasa or Habitaclia enters HubSpot, Salesforce or Pipedrive with the property reference, source and original message — enriched with the client’s history if they already existed.
We connect Idealista, Fotocasa and the portals with HubSpot, Salesforce or Pipedrive — leads in sync, portfolio read by the AI and notes written in the CRM on the correct field, without touching the ownership of the landlord’s data.
A lead lands from Idealista, sits in an inbox, gets dumped into HubSpot a day later with half the fields filled. The portfolio is managed somewhere else. The AI that should personalise the reply has no idea the property was rented yesterday or that this client already enquired about three flats in the same neighbourhood. Meanwhile the portal keeps charging for premium placement.
We close the loop between portals, CRM and agent: bidirectional sync, dedup by phone and email, live portfolio reads with real availability, notes and tasks written with the context of the conversation. The ownership of the landlord’s data doesn’t move: the connectors read what the contract allows and respect the rate limits each portal imposes.
Every lead from Idealista, Fotocasa or Habitaclia enters HubSpot, Salesforce or Pipedrive with the property reference, source and original message — enriched with the client’s history if they already existed.
The agent reads the portfolio in real time from the CRM or property system: prices, availability, photos, features. It never recommends a property just reserved or quotes an old price.
After every conversation the agent writes the note on the contact, opens the viewing task with the preferred slot and links the properties shown — in the CRM fields, not in a parallel Notion.
Tenant incidents arrive via WhatsApp or email, get routed to the property management ticket system with priority and category, and follow-up flows back to the tenant without anyone retyping it.
Keeps owner data, contract conditions and monthly reports in sync between the commercial CRM and the owner portal — with mapping for the non-standard fields every client accumulates.
Idealista leads land in a shared inbox and get dumped into HubSpot the next day — 22% are duplicates of contacts that already existed. The portfolio is updated in the manager but the commercial team still sends a weekly PDF. When a flat is reserved the portal keeps showing it for hours. Average first reply time: 11 hours.
Every lead reaches the CRM in under a minute, deduplicated by phone and email against existing contacts. The agent reads the live portfolio and never quotes properties that are off the market. Notes, tasks and property links are written in HubSpot on the correct fields. Sync with the owner portal updates with every status change.
Mid-market CRM with broad APIs — a natural fit for sales agents and lead enrichment.
CRM with strong adoption among Spanish SMBs — automations and agents at a contained cost.
Email, calendar and SharePoint as channel and context — triage, drafting and RAG over your inbox and files.
You do, no ambiguity. The connectors move data between your systems and the portal you have a contract with — they don’t store it in an intermediate layer you don’t control. We apply your retention policy and give the DPO a view of which data lives where and why.
Each portal has its own rate-limit regime and technical contract. The connectors respect them, queue when needed and warn if a portal changes a limit or endpoint. We don’t force calls that put your portal account at risk.
Yes. Before we start, we map every non-standard field — from "orientation" to "end-client commission" — between source and destination, with you validating each equivalence. If a field in the manager has no counterpart in the CRM we create it, not discard it.
No. We work with HubSpot, Salesforce, Pipedrive and the main property managers in the market via API. When your manager is bespoke or has no documented API we evaluate webhook integration, scheduled export or an intermediate connector. No forced migrations to get started.
We design for privacy from the start, human control, traceability, usage limits, permissioning and documentation. For sensitive processes, we help assess risk and applicable obligations under GDPR and the EU AI Act.
Every engagement is led personally by one of the partners. If there's a fit, you get a personal first read of your case within one business day — not a canned demo.